CareFunnels Academy
00 - Getting Started with CareFunnels Academy
This course is designed to help you confidently navigate the CareFunnels platform. You’ll learn how to: Manage and track leads Streamline client and c...
01 - Contact Management and Adding Contacts Manually
Managing your contacts effectively is the foundation of using CareFunnels. This article explains how contacts enter the system and how to manually cre...
02 - Managing Form Submissions
This article explains what happens when someone fills out a form on your website and how that information flows into CareFunnels. Website Visitor Comp...
03 - Introduction to the Opportunity Pipeline
This article introduces the Opportunity Pipeline in CareFunnels and explains how it helps you manage leads efficiently from first contact through co...
04 - Nurturing Leads in the Opportunity Pipeline
Not every lead is ready to move forward right away. The Nurture Lead stage in CareFunnels helps you manage contacts who haven’t yet responded, so th...
05 - Using the Lost and Abandon Stages
Not every lead will become a client or caregiver. The Lost and Abandoned stages in CareFunnels give you a clear, organized way to close out leads ...
06 - Best Practices for Managing Opportunities
This article reviews the key points of working with the Opportunity Pipeline in CareFunnels and highlights best practices for keeping your leads org...
07 - Handling Phone Calls in CareFunnels
Phone calls are one of the most common ways new leads enter your CareFunnels system. This article explains how phone calls fit into your lead manageme...
08 - Best Practices for Managing Phone Calls in CareFunnels
Phone calls bring in a large volume of leads, but handling them correctly is what keeps your pipeline organized and actionable. This article covers th...
09 - Communication Features in CareFunnels
In addition to managing contacts and opportunities, CareFunnels gives you built-in communication tools that make it easier to stay connected with lead...
10 - Using Other Tools and the Calendar in CareFunnels
In addition to managing contacts and communications, CareFunnels provides a set of supporting tools that make it easier to track interactions, organiz...
11 - Calendar and My Profile Settings in CareFunnels
CareFunnels allows you to integrate your personal calendar and adjust account settings to make the platform more personalized and efficient. This arti...
12 - Managing Notifications in CareFunnels
Notifications keep you updated on important activity in CareFunnels without overwhelming you with every detail. This article explains how to configure...
13 - Sending Review Requests in CareFunnels
Online reviews play a critical role in building trust and attracting new clients. CareFunnels makes it easy to send review requests directly to client...
14 - Course Conclusion and Next Steps
Congratulations on completing the CareFunnels training course! You’ve now been introduced to the essential tools, features, and best practices that wi...